HVIA

Hudson Valley Investment Advisors Portfolio holdings

AUM $961M
1-Year Est. Return 17.6%
This Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$730M
AUM Growth
+$20.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$3.82M
2
+$3.43M
3
+$3.39M
4
MCD icon
McDonald's
MCD
+$2.05M
5
SPSB icon
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.82M

Top Sells

1
+$15M
2
+$3.8M
3
+$3.3M
4
BAC icon
Bank of America
BAC
+$3.29M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.87M

Sector Composition

1 Technology 19.31%
2 Healthcare 15.89%
3 Financials 12.34%
4 Consumer Discretionary 6.77%
5 Industrials 5.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.24M 0.31%
22,510
-9,185
77
$2.21M 0.3%
55,064
-8,632
78
$2.17M 0.3%
16,190
-1,846
79
$2.16M 0.3%
18,423
-2,220
80
$1.99M 0.27%
23,263
+9,614
81
$1.91M 0.26%
8,830
-3,018
82
$1.9M 0.26%
11,000
-18
83
$1.69M 0.23%
26,056
+553
84
$1.68M 0.23%
16,814
-4,421
85
$1.64M 0.22%
4,046
+75
86
$1.61M 0.22%
13,149
+600
87
$1.58M 0.22%
32,627
-3,891
88
$1.58M 0.22%
6,885
+3
89
$1.56M 0.21%
21,654
+3,524
90
$1.56M 0.21%
2,353
-60
91
$1.49M 0.2%
11,425
-1,323
92
$1.27M 0.17%
13,251
-2,130
93
$1.22M 0.17%
10,819
-637
94
$1.17M 0.16%
14,536
-1,238
95
$1.07M 0.15%
122,686
-18,300
96
$1.07M 0.15%
2,242
-43
97
$986K 0.14%
7,105
+52
98
$979K 0.13%
11,409
-895
99
$976K 0.13%
7,565
-225
100
$924K 0.13%
3,161
+250
2 3
4
5 6